How Accountability Services Runs Their Firm on Canopy | A BDO Exclusive

Join Lera Kooper, Owner & COO of Accountability Services, for a behind-the-scenes look at how her firm reduced tool bloat, streamlined operations, and built a foundation for growth with Canopy.

What You Can Expect:

• Learn how Lera’s team consolidated 14 tools into 4 with Canopy
• What effective client intake actually looks like (and how to build it)
• How to create repeatable workflows using templates, roles, and automations
• Ways to improve client experience and get paid faster
• Strategies to prevent scope creep and manage work more efficiently
• And SO much more…

Resources:

👉 Behind-the-scenes with Lera Kooper